New Business Case Manager - MoneyGuard
Company: Lincoln Financial Group
Location: Glendale
Posted on: May 27, 2023
|
|
Job Description:
Alternate Locations: Work from Home; Atlanta, GA (Georgia);
Austin, TX (Texas); Bakersfield, CA (California); Baltimore, MD
(Maryland); Baton Rouge, LA (Louisiana); Birmingham, AL (Alabama);
Boise, ID (Idaho); Boston, MA (Massachusetts); Buffalo, NY (New
York); Canonsburg, PA (Pennsylvania); Charlotte, NC (North
Carolina); Chicago, IL (Illinois); Cincinnati, OH (Ohio);
Cleveland, OH (Ohio); Columbia, SC (South Carolina); Columbus, OH
(Ohio); Concord, NH (New Hampshire); Dallas, TX (Texas); Deerfield
Beach, FL (Florida); Denver, CO (Colorado); Detroit, MI (Michigan);
Dover, NH (New Hampshire); Durham, NC (North Carolina); Edina, MN
(Minnesota); Edison, NJ (New Jersey); Ellicott City, MD (Maryland);
Fayetteville, SC (South Carolina); Florence, SC (South Carolina);
Fort Lauderdale, FL (Florida); Fort Wayne, IN (Indiana); Fort
Worth, TX (Texas); Gainsville, FL (Florida); Glen Allen, VA
(Virginia); Glendale, CA (California); Greensboro, NC (North
Carolina); Greenwood Village, CO (Colorado); Hartford, CT
(Connecticut); Houston, TX (Texas); Huntsville, AL (Alabama);
Indianapolis, IN (Indiana); Irvine, CA (California); Jacksonville,
FL (Florida); Johnson City, TN (Tennessee); Kansas City, KS
(Kansas); La Jolla, CA (California); Lexington, KY (Kentucky); Los
Angeles, CA (California); Louisville, KY (Kentucky); Lutherville,
MD (Maryland); Madison, WI (Wisconsin); Memphis, TN (Tennessee);
Miami, FL (Florida); Milwaukee, WI (Wisconsin); Minneapolis, MN
(Minnesota); Nashville, TN (Tennessee); New York, NY (New York);
None; Norwood, OH (Ohio); Omaha, NE (Nebraska); Orlando, FL
(Florida); Palm Desert, CA (California); Paramus, NJ (New Jersey);
Parsippany, NJ (New Jersey); Philadelphia, PA (Pennsylvania);
Phoenix, AZ (Arizona); Pittsburgh, PA (Pennsylvania); Plano, TX
(Texas); Plymouth Meeting, PA (Pennsylvania); Portland, ME (Maine);
Portland, OR (Oregon); Radnor, PA (Pennsylvania); Raleigh, NC
(North Carolina); Richmond, VA (Virginia); Rochester, NY (New
York); Rockville, MD (Maryland); Rolling Meadows, IL (Illinois);
Rye Brook, NY (New York); Sacramento, CA (California); Salt Lake
City, UT (Utah); San Antonio, TX (Texas); San Diego, CA
(California); San Francisco, CA (California); San Ramon, CA
(California); Schaumburg, IL (Illinois); Scottsdale, AZ (Arizona);
Seattle, WA (Washington); Southfield, MI (Michigan); St. Louis, MO
(Missouri); Syosset, NY (New York); Tampa, FL (Florida); Toledo, OH
(Ohio); Tupelo, MS (Mississippi); US All Regions; US Midwest; US
Northeast; US Southeast; US Southwest; US West; Vienna, VA
(Virginia); Virginia Beach, VA (Virginia); Walnut Creek, CA
(California); Washington, DC (District of Columbia); Westlake
Village, CA (California); White Plains, NY (New York); Windsor, CT
(Connecticut); Woodmere, OH (Ohio)Work Arrangement: Work from
HomeRelocation assistance: : is not available for this
opportunity.Pay Range: $17.79 - $26.68Bonus Potential:
5%Requisition : 70131The Role at a Glance:The New Business Case
Manager will work in a fast-paced productivity environment
processing new life insurance applications from receipt to final
placement. After being in the position for 6-12 months it would be
expected that you would begin to make low risk exceptions using the
risk decision tool. During your first year, you would be paired
with a more experience Case Manager for mentoring & training
purposes. You will report to an operations manager but would also
have the support of the Team Lead for working through more complex
issues and obtaining feedback on improving quality and/or
productivity.As a Life New Business Case Manager on the MoneyGuard
Team, you will perform and deliver on routine and non-routine
assignments for Lincoln''s Life Underwriting & New Business area -
independently in accordance with established procedures/guidelines.
You will accurately administer more complex insurance applications
from receipt to final status, ensuring fair, ethical, and timely
processing. If this sounds like you, please read on!What you''ll be
doing:Accurately enters new case data into appropriate
systems.Applies expanded knowledge to effectively and promptly
communicate sensitive or technical information while adhering to
HIPAA and corporate privacy guidelines.Confirms agent
licensing/appointment meets guidelines.Examines documents for
completeness, accuracy, and compliance with state
regulations.Leverages experience and knowledge to work with
customers and respond to requestsMakes routine & non-routine
decisions, applying limited but increasingly more discretion within
role except for matters of significance which affect the business
as a whole or a significant part of itProcesses insurance
applications independently from receipt to final status in
accordance with established procedures and guidelines in a timely
manner and meeting departmental quality/production
standards.Provides customer service to internal/external
stakeholders; recognizes what needs to be done to meet stakeholder
needs and demonstrates flexibility and responsiveness to meet those
requirements.Recognizes and researches general issues/concerns and
suggests process improvements.Resolves non-routine issues
independently; escalates issues/concerns to more senior team
members and/or management.Resolves non-routine technical and
business errors/issues in accordance with established procedures
and guidelines.Supports and promotes change management and/or
departmental/enterprise initiativesTakes ownership of issue
resolution to provide seamless customer service.Under minimal
supervision, evaluates submitted forms for: appropriate version
received, proper signatures, and ensures cash with application
guidelines met.Works closely with underwriting team to communicate
on casework and achieve goals.Works overtime as needed.What we''re
looking for:Must-haves:2 3+ Years of general of experience in
customer service and/or case management/case processing.Strong
communication skillsAbility to build trusting relationshipsAbility
to execute efficiently with high qualityHighly responsive to
incoming requestsWhats it like to work here?At Lincoln Financial
Group, we love what we do. We make meaningful contributions each
and every day to empower our customers to take charge of their
lives. Working alongside dedicated and talented colleagues, we
build fulfilling careers and stronger communities through a company
that values our unique perspectives, insights and contributions and
invests in programs that empower each of us to take charge of our
own future.Whats in it for YOU:A clearly defined career framework
to help you successfully manage your careerLeadership development
and virtual training opportunitiesPTO/parental leaveCompetitive
401K and employee benefits (financial counseling, health coaching
and employee assistance programTuition assistance programA
leadership team that prioritizes your health and well-being;
offering a remote work environment and flexible work hybrid
situationsEffective productivity/technology tools and trainingWork
ArrangementWork from Home : Employees will work from home and are
not required to work in a Lincoln office on a regular basis.Lincoln
will evaluate the following when setting the successful
candidate''s wage rate: Prior work or industry experience.
Education level to the extent education is relevant to the
position. Unique skillsAbout The CompanyLincoln Financial Group, a
Fortune 200 company with over 10,000 employees, provides advice and
solutions that help empower Americans to take charge of their
financial lives with confidence. Our core business areas Life
Insurance, Annuities, Retirement Plan Services and Group Protection
focus on supporting, preserving and enhancing over 17 million
customers lifestyles and retirement outcomes.Headquartered in
Radnor, Pennsylvania, Lincoln Financial Group is the marketing name
for Lincoln National Corporation (NYSE: LNC) and its affiliates.
The company had $324 billion in end-of-period account values as of
June 30, 2021.Ranked one of the Best Large Employers in America and
Best Employers for Women by Forbes magazine as well as one of
Newsweeks Most Responsible Companies, Lincoln Financial Group makes
a serious investment in our employees futures through a broad range
of wealth accumulation and protection plans, health and wellness
programs, and career development resources designed to help each
individual reach their personal and professional goals.Lincoln is
committed to creating a diverse and inclusive (environment and is
proud to be an equal opportunity employer. All qualified applicants
will receive consideration for employment without regard to race,
color, religion, gender, gender identity or expression, sexual
orientation, national origin, genetics, disability, age, or veteran
status.Lincoln Financial Group is a committed corporate citizen
included on major sustainability indices including the Dow Jones
Sustainability Index North America and FTSE4Good. Dedicated to
diversity and inclusion, we earned perfect 100 percent scores on
the Corporate Equality Index and the Disability Equality Index.
Follow us on Facebook (, Twitter (, LinkedIn (, and Instagram (.
Sign up for email alerts at Aware of Fraudulent Recruiting
ActivitiesIf you are interested in a career at Lincoln, we
encourage you to review our current openings and apply on our
website. Lincoln values the privacy and security of every applicant
and urges all applicants to diligently protect their sensitive
personal information from scams targeting job seekers. These scams
can take many forms including fake employment applications, bogus
interviews and falsified offer letters.Lincoln will not ask
applicants to provide their social security numbers, date of birth,
bank account information or other sensitive information in job
applications. Additionally, our recruiters do not communicate with
applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or
conduct interviews utilizing video chat rooms. We will never ask
applicants to provide payment during the hiring process or extend
an offer without conducting a phone, live video or in-person
interview. Please contact Lincoln''s fraud team at [Click Here to
Email Your Resum] if you encounter a recruiter or see a job
opportunity that seems suspicious.Additional InformationThis
position may be subject to Lincolns Political Contribution Policy.
An offer of employment may be contingent upon disclosing to Lincoln
the details of certain political contributions. Lincoln may decline
to extend an offer or terminate employment for this role if it
determines political contributions made could have an adverse
impact on Lincolns current or future business interests,
misrepresentations were made, or for failure to fully disclose
applicable political contributions and or fundraising
activities.Any unsolicited resumes/candidate profiles submitted
through our web site or to personal e-mail accounts of employees of
Lincoln Financial Group are considered property of Lincoln
Financial Group and are not subject to payment of agency
fees.Lincoln Financial Group (LFG) is an Equal Opportunity employer
and, as such, is committed in policy and practice to recruit, hire,
compensate, train and promote, in all job classifications, without
regard to race, color, religion, sex (including pregnancy), age,
national origin, disability, sexual orientation, gender identity
and expression, Veteran status, or genetic information. Applicants
are evaluated on the basis of job qualifications. If you are a
person with a disability that impedes your ability to express your
interest for a position through our online application process, or
require TTY/TDD assistance, contact us by calling 260-455-2558.This
Employer Participates in E-Verify. See the E-Verify (notices.Este
Empleador Participa en E-Verify. Ver el E-Verify (avisos.Lincoln
Financial Group (''LFG'') is an Equal Opportunity employer and, as
such, is committed in policy and practice to recruit, hire,
compensate, train and promote, in all job classifications, without
regard to race, color, religion, sex (including pregnancy), age,
national origin, disability, sexual orientation, gender identity
and expression, veterans status, or genetic information.
Opportunities throughout LFG are available to employees and
applicants and are evaluated on the basis of job qualifications. We
have a drug free work environment and we perform pre-employment
substance abuse testing.
Keywords: Lincoln Financial Group, Glendale , New Business Case Manager - MoneyGuard, Executive , Glendale, Arizona
Click
here to apply!
|